A detailed history of Geneos Wealth Management Inc. transactions in Public Storage stock. As of the latest transaction made, Geneos Wealth Management Inc. holds 753 shares of PSA stock, worth $226,502. This represents 0.01% of its overall portfolio holdings.

Number of Shares
753
Previous 758 0.66%
Holding current value
$226,502
Previous $218,000 25.23%
% of portfolio
0.01%
Previous 0.01%

Shares

32 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 14, 2024

SELL
$283.13 - $365.01 $1,415 - $1,825
-5 Reduced 0.66%
753 $273,000
Q2 2024

Jul 23, 2024

BUY
$257.73 - $293.34 $257 - $293
1 Added 0.13%
758 $218,000
Q1 2024

May 03, 2024

SELL
$274.16 - $311.83 $3,838 - $4,365
-14 Reduced 1.82%
757 $219,000
Q4 2023

Jan 26, 2024

SELL
$237.99 - $307.8 $260,599 - $337,041
-1,095 Reduced 58.68%
771 $235,000
Q3 2023

Oct 11, 2023

BUY
$263.15 - $301.64 $37,104 - $42,531
141 Added 8.17%
1,866 $491,000
Q2 2023

Aug 08, 2023

BUY
$280.01 - $314.05 $222,607 - $249,669
795 Added 85.48%
1,725 $503,000
Q1 2023

Apr 25, 2023

BUY
$271.18 - $311.46 $72,676 - $83,471
268 Added 40.48%
930 $280,000
Q4 2022

Jan 30, 2023

BUY
$276.09 - $311.54 $85,035 - $95,954
308 Added 87.01%
662 $185,000
Q3 2022

Nov 14, 2022

SELL
$18.47 - $344.52 $14,794 - $275,960
-801 Reduced 69.35%
354 $103,000
Q2 2022

Jul 22, 2022

SELL
$297.48 - $419.9 $5,057 - $7,138
-17 Reduced 1.45%
1,155 $361,000
Q1 2022

May 16, 2022

SELL
$342.38 - $396.47 $32,868 - $38,061
-96 Reduced 7.57%
1,172 $457,000
Q4 2021

Feb 09, 2022

BUY
$295.26 - $374.56 $15,058 - $19,102
51 Added 4.19%
1,268 $475,000
Q2 2021

Jul 08, 2021

BUY
$251.94 - $304.75 $20,659 - $24,989
82 Added 7.22%
1,217 $368,000
Q1 2021

Jun 17, 2021

SELL
$213.82 - $247.99 $15,608 - $18,103
-73 Reduced 6.04%
1,135 $319,000
Q4 2020

May 19, 2021

BUY
$216.58 - $236.23 $19,059 - $20,788
88 Added 7.86%
1,208 $296,000
Q3 2020

Sep 07, 2021

SELL
$185.36 - $224.74 $17,423 - $21,125
-94 Reduced 7.74%
1,120 $244,000
Q2 2020

Sep 07, 2021

BUY
$175.97 - $211.37 $25,691 - $30,860
146 Added 13.67%
1,214 $229,000
Q1 2020

Sep 07, 2021

BUY
$160.61 - $232.82 $160 - $232
1 Added 0.09%
1,068 $204,000
Q4 2019

Sep 07, 2021

SELL
$204.25 - $247.33 $27,573 - $33,389
-135 Reduced 11.23%
1,067 $225,000
Q3 2019

Sep 07, 2021

BUY
$236.45 - $264.74 $236 - $264
1 Added 0.08%
1,202 $294,000
Q4 2018

Sep 07, 2021

SELL
$195.68 - $216.23 $22,503 - $24,866
-115 Reduced 8.74%
1,201 $242,000
Q3 2018

Sep 07, 2021

SELL
$199.49 - $232.71 $22,941 - $26,761
-115 Reduced 8.04%
1,316 $265,000
Q2 2018

Sep 07, 2021

SELL
$192.75 - $229.0 $167,114 - $198,543
-867 Reduced 37.73%
1,431 $324,000
Q1 2018

Sep 07, 2021

SELL
$180.49 - $206.77 $53,605 - $61,410
-297 Reduced 11.45%
2,298 $460,000
Q4 2017

Sep 07, 2021

SELL
$203.72 - $218.56 $38,706 - $41,526
-190 Reduced 6.82%
2,595 $542,000
Q3 2017

Sep 07, 2021

SELL
$196.29 - $218.31 $11,188 - $12,443
-57 Reduced 2.01%
2,785 $595,000
Q2 2017

Sep 07, 2021

SELL
N/A
-13 Reduced 0.46%
2,842 $592,000
Q1 2017

Sep 07, 2021

BUY
N/A
658 Added 29.95%
2,855 $624,000
Q4 2016

Sep 07, 2021

SELL
N/A
-332 Reduced 13.13%
2,197 $491,000
Q3 2016

Sep 07, 2021

BUY
N/A
7 Added 0.28%
2,529 $564,000
Q2 2016

Sep 07, 2021

BUY
N/A
20 Added 0.8%
2,522 $640,000
Q1 2016

Sep 07, 2021

BUY
N/A
2,502
2,502 $689,000

Others Institutions Holding PSA

About Public Storage


  • Ticker PSA
  • Exchange NYSE
  • Sector Real Estate
  • Industry REIT—Industrial
  • Shares Outstandng 175,542,000
  • Market Cap $52.8B
  • Description
  • Public Storage, a member of the S&P 500 and FT Global 500, is a REIT that primarily acquires, develops, owns and operates self-storage facilities. At September 30, 2020, we had: (i) interests in 2,504 self-storage facilities located in 38 states with approximately 171 million net rentable square feet in the United States, (ii) an approximate...
More about PSA
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